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Portfolio (Quarterly) Guide ↗

HF Advisory Group, LLC

· CIK 0001963169
13F Portfolio $323M AUM 168 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 102 Added 49 Reduced 12 Exited
Page 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMB ISHARES TR 2,517.0 $243K 0.07% +210.0 +9.1% $96.45 -2.4%
162 VLO VALERO ENERGY CORP Energy 859.0 $224K 0.07% NEW $260.40 +38.2%
163 TWLO TWILIO INC Communication Services 1,073.0 $221K 0.07% NEW $206.33 +10.2%
164 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,425.0 $205K 0.06% +5K +32.4% $11.15 -9.8%
165 ICSH ISHARES TR 4,056.0 $205K 0.06% -508.0 -11.1% $50.59 -0.4%
166 AMD ADVANCED MICRO DEVICES INC Technology 353.0 $205K 0.06% NEW $580.91 -21.7%
167 CLM CORNERSTONE STRATEGIC INVEST Financial Services 25,484.0 $193K 0.06% +2K +8.1% $7.56 -13.0%
168 CRF CORNERSTONE TOTAL RETURN FD Financial Services 19,779.0 $142K 0.04% +1K +7.7% $7.18 -11.4%
Page 9 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 16.9%
Technology 16.6%
Healthcare 11.9%
Consumer Defensive 11.4%
Energy 10.8%
Communication Services 9.5%
Consumer Cyclical 7.6%
Industrials 5.9%
Utilities 4.1%
Real Estate 3.9%